Modera Wealth Management’s Elevance Health ELV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.95M	Sell	30,583 -736	-2%	-$242K	0.11%	135
2025 Q4	$11M	Sell	31,319 -3,416	-10%	-$1.15M	0.13%	119
2025 Q3	$11.2M	Sell	34,735 -264	-0.8%	-$82.1K	0.13%	114
2025 Q2	$13.6M	Buy	34,999 +11,220	+47%	+$4.51M	0.17%	107
2025 Q1	$10.3M	Sell	23,779 -155	-0.6%	-$62.2K	0.14%	120
2024 Q4	$8.83M	Buy	23,934 +69	+0.3%	+$28.9K	0.11%	132
2024 Q3	$12.4M	Sell	23,865 -79	-0.3%	-$42.2K	0.16%	103
2024 Q2	$13M	Sell	23,944 -145	-0.6%	-$76.6K	0.19%	96
2024 Q1	$12.5M	Buy	24,089 +380	+2%	+$189K	0.19%	95
2023 Q4	$11.2M	Buy	23,709 +1,337	+6%	+$618K	0.19%	99
2023 Q3	$9.74M	Buy	22,372 +439	+2%	+$199K	0.18%	104
2023 Q2	$9.74M	Buy	+21,933	New	+$10.1M	0.18%	107
2022 Q1	–	Sell	-949	Closed	-$440K	–	422
2021 Q4	$440K	Buy	+949	New	+$399K	0.02%	305